First Trust Health Care AlphaDEX Fund
FXH
216 hedge funds and large institutions have $795M invested in First Trust Health Care AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 16 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
5% more capital invested
Capital invested by funds: $758M → $795M (+$36.7M)
0.89% more ownership
Funds ownership: 49.8% → 50.7% (+0.89%)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
1% less funds holding
Funds holding: 218 → 216 (-2)
3% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 67
73% less call options, than puts
Call options by funds: $1.38M | Put options by funds: $5.18M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$13.5M |
| 2 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
+$8.46M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$7.65M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.74M |
| 5 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
+$5.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.1M |
| 2 |
JP Morgan Chase
New York
|
-$6.12M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.96M |
| 4 |
Citigroup
New York
|
-$2.85M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.03M |
FXH Hedge Fund Activity: Q3 2021 in Review
216 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q3 2021, worth a combined $795M — up 4.8% from $758M a quarter earlier.
Fund positioning in FXH was balanced in Q3 2021: 16 funds opened new positions, 16 closed out, 65 added to existing stakes and 67 trimmed.
The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $13.5M. The largest seller was Goldman Sachs, exiting entirely with an estimated $7.1M sold.
- 216 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q3 2021, down from 218 in Q2 2021.
- Funds reported $795M of First Trust Health Care AlphaDEX Fund stock for Q3 2021, up 4.8% quarter-over-quarter.
- 16 funds opened new First Trust Health Care AlphaDEX Fund positions in Q3 2021 and 16 closed out, a net change of 0 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q3 2021 was J.W. Cole Advisors, an estimated $13.5M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q3 2021 was Goldman Sachs, an estimated $7.1M sold.
Based on aggregated 13F filings for Q3 2021.